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Have a online Class in the training center on Attaching historical Records to Family Tree

Karon Velau
Karon Velau ✭
February 26 edited February 26 in Suggest an Idea

We enjoy your online classes and apply what we learn. When I'm attaching documents to people in the family tree on the page entitled "Attach Historical Records to Family Tree" (where lines turn green when people are attached to the people in the source) it's easy when a husband and wife have a small group of kids. It's much harder when either parent (or both parents) has more than one spouse and more than one set of kids. I've never been able to figure out how to connect the right kids to the right parents in that screen - if, in fact it is possible. Instead, I've had to go back to the source page, click on another child, go back and copy the child's id, go back to the "Attach Historical Records to Family Tree" page and paste the child's id into the choice box, then connect them. A WHOLE class on this would be very helpful. It's not that I don't know how to connect the people to their source, I just don't know how to switch mother and father (with multiple spouses) to their children (of multiple marriages) like the phrase

connectingMembers.png

"yours, mine, and ours." With appreciation, Karon Velau

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New · Last Updated February 26

Comments

  • genthusiast
    genthusiast ✭✭✭✭
    February 26 edited February 26

    Here is a related blog article (it would be easier to show in a video but I haven't located one yet):

    https://www.familysearch.org/en/blog/new-familysearch-feature-unfinished-attachments-brings-new-discoveries-to-your-tree

    This Help Center document explains how to change focus persons:

    https://www.familysearch.org/en/help/helpcenter/article/how-do-i-attach-the-other-people-in-a-record-hint-in-family-tree

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  • Julia Szent-Györgyi
    Julia Szent-Györgyi ✭✭✭✭✭
    February 27

    What you're talking about is the Source Linker, which can, in fact, link up every index entry with the correct person in Family Tree, without leaving the page, even if the index got all of the relationships wrong. (It will not be happy about it, but it'll do it.)

    The key is learning how to change the focus person on both sides. The Help Center article that genthusiast linked covers changing the record (left-hand) focus, but you can also change the focus person on the tree (right-hand) side. This is useful when there were multiple marriages, for example, or when there's an unrelated person mentioned for whom you have a profile. (You can change the right-hand focus using a PID, among other things.)

    Robert Givens posted a video on using Source Linker last August: https://community.familysearch.org/en/discussion/93629/new-presentation-sourcing-and-source-linker-in-familysearch

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  • Gordon Collett
    Gordon Collett ✭✭✭✭✭
    February 27 edited February 27

    Classes are always good.

    However, I think the solution to your problem is an often overlooked feature of the Source Linker. It's overlooked because it is so tiny and unobtrusive.

    Screen Shot 2022-02-26 at 4.56.45 PM.png

    In order to line up children with the proper set of parents when their parents have other spouses, first move one of the parents into the Focus Person spot on the right using the Change link, then click on that little marker to open the All Spouses panel and choose the correct other parent for the child you are working on.

    Screen Shot 2022-02-26 at 4.57.58 PM.png

    You still may have to shuffle the left side a bit, but it is possible to get things to line up right and doing so gets faster with practice.

    If this doesn't solve things for you, I would be happy to look at an actual example in Family Tree and post step by step screen shots of how to get people to line up.

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